Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
6,700
-1,969
-23% -$333K 0.23% 69
2025
Q1
$1.23M Sell
8,669
-2,975
-26% -$421K 0.3% 73
2024
Q4
$1.87M Buy
+11,644
New +$1.87M 0.44% 53